Industry: Private

Employment Type: Full Time

Work Hours: 8

Salary: $20 To $30/An Hour

Location:  United States

To apply to this job please click the button

Full Job Description

Join Our Team: Private Wealth Advisor

About Us

Joseph Lee Silva – Private Wealth Advisor, Ameriprise Financial Services is a well-established financial services firm dedicated to helping clients achieve their financial goals through personalized financial planning and investment management. Our team is made up of experienced professionals who are committed to delivering exceptional service and building long-lasting relationships with our clients.

We are Hiring: Private Wealth Advisor

Job Responsibilities:

• Develop and maintain relationships with clients to understand their financial goals and objectives
• Create comprehensive financial plans to help clients reach their goals
• Recommend appropriate investment strategies and financial products based on clients’ needs
• Monitor and review clients’ portfolios regularly to ensure they remain aligned with their financial goals
• Provide ongoing financial education and guidance to clients

Qualifications:

• Minimum of 3 years of experience in financial planning or investment management
• Series 7 and Series 66 licenses required
• Certified Financial Planner (CFP) designation preferred
• Strong communication and interpersonal skills
• Ability to work independently and as part of a team

Why Join Us:

At Joseph Lee Silva – Private Wealth Advisor, Ameriprise Financial Services, we offer a supportive and collaborative work environment where you can grow your career and make a meaningful impact on clients’ lives. As a Private Wealth Advisor, you will have the opportunity to work with a diverse group of clients and develop customized financial plans to help them achieve their goals.

Benefits:

• Competitive salary and bonus structure
• Comprehensive benefits package, including health insurance and retirement savings plan
• Ongoing training and professional development opportunities
• Supportive team environment with experienced professionals

Apply Now:

If you are passionate about financial planning and helping clients achieve their financial goals, we invite you to apply for the Private Wealth Advisor position at Joseph Lee Silva – Private Wealth Advisor, Ameriprise Financial Services. Please submit your resume and cover letter on this page.